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๐Ÿ—บ Full product walkthrough

One workspace.
Every step.

From the first inquiry to the final payment โ€” scroll through twelve features and see exactly how Owly runs your business.

Scroll to explore
01
Step 01 โ€” Leads

Every inquiry, captured
the moment it arrives.

Add a lead as soon as someone reaches out. Track where they are in your pipeline โ€” from cold inquiry to signed deal โ€” without anything slipping through.

  • โœ“
    Six-stage pipeline: New โ†’ Contacted โ†’ Qualified โ†’ Proposal Sent โ†’ Won / Lost
  • โœ“
    One click converts a qualified lead straight into a client
  • โœ“
    Every lead keeps its own notes, source tag, and full history
LeadsPipeline
NS
Neha Sharma
Interior Design ยท 2 days ago
New
VK
Vikram Kapoor
Website redesign
Qualified
PR
Priya Rangan
Social media kit
Won
AP
Arjun Patel
Logo refresh
Lost
02
Step 02 โ€” Clients

A full profile for
every client you work with.

Once a lead converts, they become a client with their own page โ€” contact details, billing address, and every proposal, contract, invoice, and file tied to them.

  • โœ“
    Full billing address stored for accurate invoices and contracts
  • โœ“
    See every proposal, contract, project, and invoice on one page
  • โœ“
    Link one client to several ongoing projects at once
ClientNeha Sharma
๐Ÿ“
Wedding Photography
Project ยท In progress
๐Ÿ“„
Brand Identity Proposal
Approved
๐Ÿงพ
INV-0014 ยท โ‚น70,800
Partially paid
Partial
03
Step 03 โ€” Proposals

Proposals your client
approves in one click.

Build itemized pricing with automatic GST, then send a secure link. Your client reviews and approves โ€” no login, no back-and-forth email chains.

  • โœ“
    Itemized line items with GST calculated automatically
  • โœ“
    One link โ€” your client needs no account at all
  • โœ“
    Approved / declined status updates the moment they respond
ProposalNeha Sharma
๐ŸŽจ
Brand identity design
Logo, guidelines
โ‚น60,000
๐Ÿ“ฑ
Social media kit
10 templates
โ‚น25,000
GST 18%
โ‚น15,300
โœ…
Approved by client
Jun 27, 2026
Approved
04
Step 04 โ€” Contracts

Signed digitally โ€”
name, IP, timestamp recorded.

Send a contract as a secure link. Your client types their name to accept, and that acceptance is stored permanently โ€” no printing, no scanning, no chasing.

  • โœ“
    Editable contract template, ready to customize
  • โœ“
    Client types their name to sign โ€” no printing required
  • โœ“
    Signer name, IP address, and timestamp recorded as proof
  • โœ“
    Editing a sent contract creates a new version automatically
ContractService Agreement
This agreement is entered into by Studio Finch and Neha Sharma for services beginning June 2026. All deliverables, timelines, and payment terms are as stated in the approved proposal...
โœ…
Signed: Neha Sharma
IP 103.21.x.x ยท Jun 27, 2026, 3:44 PM
05
Step 05 โ€” Projects

Tasks, progress, files โ€”
all in one place.

Once a contract is signed, the real work starts. Track tasks with due dates, watch progress update automatically, and keep every document for this project linked here.

  • โœ“
    Progress % always calculated from real task completion
  • โœ“
    Every linked proposal, contract, and invoice visible on one page
  • โœ“
    Five statuses: Not Started โ†’ In Progress โ†’ On Hold โ†’ Completed / Cancelled
ProjectWedding Photography
Progress
60%
โœ“
Shoot the ceremony
โœ“
Cull and select photos
โ—‹
Edit final gallery
In progress
06
Step 06 โ€” Invoices

GST-ready invoices โ€”
every payment tracked.

Create an itemized invoice linked to the client and project. GST is calculated from your profile automatically. Record advance, partial, and final payments โ€” the status updates itself.

  • โœ“
    Automatic GST calculation from your stored GSTIN
  • โœ“
    Status moves itself: Draft โ†’ Sent โ†’ Partial โ†’ Paid
  • โœ“
    Secure client link to view the invoice and payment history
  • โœ“
    Print or save as PDF straight from that link
InvoiceINV-0014
Brand identity design
โ‚น60,000
GST 18%
โ‚น10,800
Total
โ‚น70,800
๐Ÿ’ฐ
โ‚น35,400 paid
Balance due โ‚น35,400
Partial
07
Step 07 โ€” Calendar

Every deadline, pulled
into one calendar.

Task due dates, project deadlines, and invoice due dates all appear on your calendar automatically. No manual entry โ€” just add meetings when you need to.

  • โœ“
    Task due dates, project deadlines, and invoice due dates โ€” automatic
  • โœ“
    Add manual events for meetings, shoots, or bookings
  • โœ“
    One month view of everything that needs attention
CalendarJune 2026
08
Step 08 โ€” Files

Every deliverable,
organized by project.

Upload deliverables, references, and documents straight to a client or project. Images get instant thumbnails; everything stored securely with no guessable file names.

  • โœ“
    Files attach to a specific client or project
  • โœ“
    Image previews render automatically
  • โœ“
    A unified Files view across your whole business
FilesWedding Photography
๐Ÿ–ผ๏ธ
ceremony-final-01.jpg
2.4 MB ยท Image
๐Ÿ“„
shot-list.pdf
180 KB ยท Document
๐Ÿ–ผ๏ธ
venue-reference.png
1.1 MB ยท Image
09
Step 09 โ€” Reports

Real numbers โ€”
not guesswork.

Revenue trends, invoice status, lead pipeline, and task completion โ€” all pulled from what actually happened. Filter by date range to see any period you want.

  • โœ“
    Revenue collected vs. invoiced vs. outstanding
  • โœ“
    Lead pipeline breakdown and win rate
  • โœ“
    Top clients ranked by actual revenue
  • โœ“
    Task completion rate across all projects
ReportsThis quarter
โ‚น3.2L
Collected
28.6%
Win rate
8
Clients
68%
Task completion, all projects
10
Step 10 โ€” Team

Bring your team in โ€”
the right access for each person.

Invite collaborators and assign them roles. Each team member sees only what they need to, and every action is tied to the person who did it.

  • โœ“
    Invite by email โ€” they set their own password
  • โœ“
    Role-based access: Admins see everything; Members see assigned work
  • โœ“
    Assign tasks and projects to specific team members
  • โœ“
    Activity always tracked against the person who made the change
TeamStudio Finch
RS
Rahul Singh
rahul@studiofinch.in
Admin
MP
Meera Pillai
meera@studiofinch.in
Member
AK
Aryan Khanna
aryan@studiofinch.in
Member
๏ผ‹ Invite a team member
11
Step 11 โ€” Lead Capture Form

A public form that drops
inquiries straight into your pipeline.

Share a branded form link โ€” on your website, Instagram bio, or WhatsApp. When someone fills it in, they appear instantly as a new lead in Owly, ready for follow-up.

  • โœ“
    Shareable link works anywhere โ€” no embed code required
  • โœ“
    Every submission creates a lead with name, contact, and message pre-filled
  • โœ“
    Customize fields to capture exactly what you need upfront
  • โœ“
    Leads land in your pipeline the moment someone hits Submit
Lead Formowly.in/f/studiofinch
Name
Simran Bakshi
Service interested in
Wedding Photography
Message
Looking for a photographer for Feb 2027...
๐Ÿงฒ
Simran Bakshi added as lead
New ยท Just now
12
Step 12 โ€” Automations

Set a rule once.
Let Owly follow up for you.

Build simple if-this-then-that rules so the routine work happens without you. Lead follow-ups, invoice reminders, project kickoffs โ€” fired automatically the moment a trigger hits.

  • โœ“
    Trigger on events: lead created, proposal approved, invoice overdue, project status change
  • โœ“
    Actions: send an email, create a task, or move a lead stage
  • โœ“
    Rules run silently โ€” you only step in when it matters
  • โœ“
    Activity log shows every automation that fired and when
Automations3 active rules
โšก
New lead โ†’ Send welcome email
Trigger: Lead created
On
โšก
Proposal approved โ†’ Create project
Trigger: Proposal approved
On
โšก
Invoice overdue โ†’ Send reminder
Trigger: Due date passed, unpaid
On
๏ผ‹ Add a new rule

Ready to see it
running your business?

Start free โ€” no card needed. Set up your workspace in under five minutes.